Introduction
Proposal Management Tools are essential for businesses looking to streamline the process of creating, managing, and submitting proposals. In 2025, these tools have evolved to offer advanced features such as collaboration, document tracking, and automation, making them vital for improving efficiency and increasing win rates. Whether you’re in sales, consulting, or any other field that requires proposal submissions, using the right proposal management software can help you organize, track, and improve your proposals to meet client expectations.
When choosing the right proposal management tool, businesses should focus on factors such as collaboration features, ease of use, document templates, integration capabilities, and security. In this article, we’ll review the top 10 proposal management tools in 2025 and help you choose the best option based on your business size, industry, and specific needs.
Top 10 Proposal Management Tools in 2025
1. Proposify
Logo/Brand:
Short Description:
Proposify is a cloud-based proposal management tool designed for teams looking to create beautiful, branded proposals with ease. It is ideal for sales teams, consultants, and agencies seeking to streamline their proposal workflow.
Key Features:
- Easy-to-use drag-and-drop proposal builder
- Customizable templates
- Integration with CRM tools (Salesforce, HubSpot, etc.)
- Analytics for proposal engagement
- E-signature functionality
- Real-time collaboration
Pros:
- Intuitive user interface
- Excellent customer support
- Highly customizable templates
Cons:
- Limited offline functionality
- Higher pricing for small teams
2. PandaDoc
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Short Description:
PandaDoc is a versatile document automation platform with powerful proposal management capabilities. It is designed for businesses that need to automate and streamline their document workflows.
Key Features:
- E-signatures for quick approval
- Proposal templates for various industries
- Real-time document tracking and analytics
- Payment gateway integrations
- Workflow automation for approvals
- Integrates with CRMs and other business tools
Pros:
- Great for high-volume document creation
- Easy-to-use and user-friendly interface
- Affordable pricing tiers
Cons:
- Limited customization on some templates
- Can be overwhelming for users with minimal document management experience
3. Bidsketch
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Short Description:
Bidsketch is a proposal software designed to help businesses create, send, and track professional proposals quickly. It’s great for freelancers and small businesses.
Key Features:
- Customizable proposal templates
- Proposal analytics and real-time tracking
- E-signatures for easy approvals
- Automated proposal reminders
- Client-specific pricing proposals
- Integration with payment systems
Pros:
- Simple to use and easy setup
- Provides templates for multiple industries
- Excellent tracking and analytics features
Cons:
- Limited design flexibility
- No free version available
4. Qwilr
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Short Description:
Qwilr allows users to create interactive and visually stunning proposals directly from the platform. Perfect for teams in creative industries or those who need visually rich proposals.
Key Features:
- Web-based interactive proposals
- Customizable templates with drag-and-drop editing
- Integrates with popular CRMs and tools
- Real-time proposal tracking
- E-signature integration
- Ability to create quotes and invoices
Pros:
- Excellent for visually appealing, multimedia-rich proposals
- Easy integration with other tools
- Great for customer engagement and feedback
Cons:
- Pricing may be high for small businesses
- Can be a bit complex for beginners
5. Better Proposals
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Short Description:
Better Proposals is an online proposal software solution for freelancers, small businesses, and agencies. It offers automated proposal tracking and easy integrations for CRM systems.
Key Features:
- Beautiful proposal templates
- Customizable branding options
- Real-time tracking and analytics
- Integration with payment gateways for secure transactions
- E-signature functionality
- Automatic follow-up emails
Pros:
- Clean and professional proposal templates
- Easy to use and quick to set up
- Customizable tracking and analytics
Cons:
- Limited options for in-depth customization
- No offline functionality
6. Zoho CRM + Zoho Sign
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Short Description:
Zoho CRM, combined with Zoho Sign, provides a complete proposal management and document signing solution, making it ideal for sales teams looking for automation and integration.
Key Features:
- Integrated proposal management with CRM
- E-signatures with Zoho Sign
- Advanced reporting and analytics
- Automation features for follow-ups and reminders
- Customizable templates for proposals
- Integration with other Zoho applications
Pros:
- Highly affordable for small businesses
- Seamless integration with other Zoho products
- Strong automation features
Cons:
- Limited design flexibility for proposals
- Complex setup for new users
7. OnePage
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Short Description:
OnePage is a proposal tool that simplifies the process of creating, sending, and managing proposals. It’s designed for freelancers and small businesses.
Key Features:
- Simple, one-page proposal templates
- Analytics to track client engagement
- Integration with Google Docs for content creation
- E-signatures and invoicing integration
- Customizable pricing tables
- Client feedback collection
Pros:
- Simple interface, great for quick proposals
- Affordable pricing
- Great for freelancers and small teams
Cons:
- Limited design and layout options
- Less suitable for large enterprises
8. RFP360
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Short Description:
RFP360 is a proposal management and response software designed for businesses that need to manage RFPs (Requests for Proposals) effectively. It’s perfect for teams handling complex RFPs.
Key Features:
- Automated proposal creation and collaboration
- Centralized database for all RFP responses
- Real-time collaboration with team members
- Smart workflows for managing proposals
- Integration with CRM and document storage systems
- Reporting and analytics
Pros:
- Excellent for managing RFP responses
- Robust collaboration features
- Streamlined process for large teams
Cons:
- Expensive for small businesses
- Overkill for simpler proposal needs
9. Proposable
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Short Description:
Proposable offers proposal automation and document tracking to streamline the proposal process for sales teams, helping them create proposals quickly and get them signed faster.
Key Features:
- Customizable proposal templates
- Advanced proposal analytics
- E-signature functionality
- Integration with CRM and cloud storage
- Automated proposal reminders
- Real-time collaboration
Pros:
- Easy-to-use interface
- Good value for the price
- Customizable templates
Cons:
- Limited reporting functionality
- Lacks some advanced features for enterprise users
10. Octiv
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Short Description:
Octiv is an enterprise-grade proposal and document automation tool, offering solutions for companies that need to manage complex proposal workflows and collaboration.
Key Features:
- Document automation and content library
- Customizable proposal templates
- E-signature functionality
- Real-time tracking and reporting
- Workflow and approval automation
- Integration with CRM and project management tools
Pros:
- Excellent for large businesses
- Strong document management and automation features
- Customizable workflows for approvals
Cons:
- High cost for small businesses
- Complex interface for beginners
Comparison Table
| Tool Name | Best For | Platform(s) Supported | Standout Feature | Pricing | Rating (G2/Capterra) |
|---|---|---|---|---|---|
| Proposify | Sales Teams, Agencies | Web, Mobile | Drag-and-drop proposal builder | Starts at $19 | 4.6/5 |
| PandaDoc | Medium to Large Businesses | Web, Mobile | Document automation and e-signatures | Starts at $19 | 4.7/5 |
| Bidsketch | Freelancers, Agencies | Web | Client-specific pricing proposals | Starts at $19 | 4.5/5 |
| Qwilr | Creative Professionals | Web | Interactive web-based proposals | Starts at $15 | 4.6/5 |
| Better Proposals | Freelancers, Small Teams | Web | Beautiful proposal templates | Starts at $19 | 4.7/5 |
| Zoho CRM + Zoho Sign | Sales Teams | Web, Mobile | Full CRM integration with proposals | Starts at $12 | 4.4/5 |
| OnePage | Freelancers, Small Teams | Web | Simple one-page proposals | Starts at $10 | 4.3/5 |
| RFP360 | Enterprise Teams | Web | RFP response management and collaboration | Custom pricing | 4.6/5 |
| Proposable | Sales Teams | Web, Mobile | Proposal automation and analytics | Starts at $19 | 4.5/5 |
| Octiv | Enterprise Teams | Web | Advanced document automation | Custom pricing | 4.7/5 |
Which Proposal Management Tool is Right for You?
- Small Businesses & Freelancers: Better Proposals, OnePage, Zoho CRM + Zoho Sign
- Sales Teams: Proposify, PandaDoc, Proposable
- Creative Agencies: Qwilr, Bidsketch
- Enterprise Businesses: RFP360, Octiv
Decision Factors:
- Company Size: Small businesses may prefer tools like Better Proposals, while larger businesses may need RFP360 or Octiv.
- Budget: Freelancers and small teams will find affordable solutions with tools like OnePage or Zoho.
- Customization Needs: For advanced customization and automation, consider Proposify or Octiv.
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